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Akcie BAE Systems rostou díky potenciálnímu prodeji letounu Typhoon do Turecka

Akcie společnosti BAE Systems PLC vzrostly o 1 % po zprávách, že britské ministerstvo obrany (MO) navrhlo prodej 40 letounů Typhoon do Turecka.

Tato zpráva, kterou přinesla agentura Bloomberg, byla investory přijata pozitivně, neboť představuje nejen přímý finanční přínos odhadovaný na přibližně 30 pencí na akcii, ale slouží také k udržení výrobních kapacit a kvalifikované pracovní síly společnosti.

Potenciální dohoda s Tureckem je považována za strategický krok k udržení výrobní linky společnosti BAE Systems na stíhačky Typhoon v provozu, což je pro dlouhodobou udržitelnost společnosti klíčové.

„Odhadujeme, že čistá současná hodnota investice je ~30 pencí na akcii, ale zároveň udržuje linku v provozu a zachovává kvalifikační základnu,“ uvedli analytici Citi ve svém komentáři.

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